this is a chart of shares of the adrs of volkswagen. why? volkswagen has passed 500,000 sales in the united states in one year for the first time since 1973. i don't know what you had back in 1973, sue, i'm not commenting on that, but that's a long time ago for volkswagen to pass 500,000 in sales. >> my very first car which i got in 1979 was a volkswagen bug. light blue. stay with us, phil. let's talk more about the auto sector. we'll bring in auto industry expert jim hall, managing director at 2953 analytics. jim, welcome. start first with the impact of sandy. is there one specific automaker that you think will benefit more from the impact of sandy as dealers have to reorder new cars? >> historically, actually trucks do better. they do better because you've got dealers taking care of inventory and you also have people going out that are in the business of basically doing work with trucks and they'll use this as an excuse to get it. you're looking probably at ford and gm on the truck side taking a lot. gm needs that upswing in trucks lig rig